Edward Jones - Financial Advisor: JR Whitaker - Puyallup (WA)

Kamela Reichert Highly recommend Colleen. She is so helpful and helps you understand what is happening with your taxes. If you are looking for someone you can trust, this is where to go. Shes been doing my taxes for 4 years.

Sara Catherine Neal My husband and I started working with Fortis when we moved to Seattle. The team there is professional but still incredibly personable. They manage our portfolio, retirement plans, long term financial planning and even home buying support. The piece of mind they provide cant be quantified. Couldnt be happier with our decision to work with them!

Christine & Brian Frye Between my in-laws and ourselves we have trusted our money and financial planning with Terri Conger and her partners for over 20 years. The whole group instills so much confidence and have done so well for us that we have stayed as their clients through their changes of location and affiliation. They are trustworthy, knowledgeable and always put the clients best interest first while totally respecting client preferences, thoughts and feelings. We continue to highly recommend them to our friends and coworkers!

Judah Medina Honestly would give this place a sixth star but there isnt that option. Great service all around, and also they just took care of business at a very quick rate. I myself am pleased with the company and would recommend them to friends as well as family.

Liliana Marcial Stephanie is truly one of a kind. She goes above and beyond to make sure her clients are taken care of and always takes the time to explain everything clearly. I trust her completely with my insurance needs and wouldn’t go anywhere else!

Ofa Vea Blake and Scott are our hero. They were so helpful and kind helping my husband and I getting an SUV. We are blessed to have people like them. Your friendly and your kindness helping us with financial goes beyond. Thank you so much for your services. Continue your good deed and you both will be blessed.